SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 647 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $250,627 | -75.4% | 3,542 | -74.7% | 0.01% | -72.7% |
Q2 2023 | $1,018,149 | +1.2% | 14,020 | +1.9% | 0.04% | -4.3% |
Q1 2023 | $1,006,465 | -26.7% | 13,757 | -24.3% | 0.05% | -30.3% |
Q4 2022 | $1,372,903 | +529.8% | 18,175 | +455.0% | 0.07% | +500.0% |
Q3 2022 | $218,000 | -11.4% | 3,275 | -26.5% | 0.01% | 0.0% |
Q3 2020 | $246,000 | +7.0% | 4,453 | +0.2% | 0.01% | -8.3% |
Q2 2020 | $230,000 | – | 4,443 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JBJ Investment Partners, LLC | 1,444,233 | $75,504,000 | 28.76% |
Strategic Wealth Management Group, LLC | 491,102 | $25,675,000 | 21.03% |
HHM Wealth Advisors, LLC | 522,788 | $27,331,000 | 17.48% |
Hillview Capital Advisors, LLC | 53,500 | $2,797,000 | 14.84% |
Asset Advisors Investment Management, LLC | 1,396,229 | $72,995,000 | 12.98% |
Avantax Planning Partners, Inc. | 3,397,352 | $177,614,000 | 12.33% |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 749,858 | $39,203,000 | 12.24% |
Summit Asset Management, LLC | 442,899 | $23,155,000 | 11.40% |
Legacy Financial Strategies, LLC | 241,958 | $12,650,000 | 10.81% |
Pinkerton Retirement Specialists, LLC | 560,836 | $29,321,000 | 10.73% |